US Admin Office Hours 5/30/19

  • 28 May 2019
  • 4 replies

Userlevel 7
Badge +2
Hi everyone, this thread is for our Thursday Admin Office Hours session, which will be held Thursday, May 30, 2019. Submit your questions to this thread and we'll address them during our session at 11am PT / 12pm MT / 1pm CT / 2pm ET.

There is no need to register for the sessions. If you have a question, please post below or join the meeting. I will go in order of posts below or joining the session. Thanks!

Conference Details

You can also dial in using your phone.

United States: +1 (872) 240-3412

Access Code: 493-151-677

4 replies


I am trying to create a rule that loads a date from the AO Participant object to the Company Person object for our last NPS sent date.

The rule is successful, but the date is not showing up in reports - so, doesn't seem to actually be successful.

I'd like some help walking through the rule to see what I may have missed.



Userlevel 5
Badge +3
Hey Spencer— hoping you can help with some JO config for a user email. Trying to include a opportunites tabular report and add a filter for User ID = CSM ID to show just opps for a given CSM’s accounts, but anytime I add the filter, the Program returns an error. Hoping there’s just something wrong with the report or program config.

HI Spencer,

I need a little help in understanding how the Health Score works. Why is Sentiment used for some accounts & not for others?



Userlevel 7
Badge +2
Hi @milatch_gainsight - Can you please post this question in the thread for this week's office hours? You can find that here: